ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015 (EIN 35-7119449)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349104309
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T16:14:24-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357119449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZUCKERMAN INSTITUTE | BusinessNameLine1Txt |
| Business Name Line2 | C/O ERIC GERTLER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZUCK | BusinessNameControlTxt |
| Phone | 2123264054 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 MADISON AVENUE SUITE 2901 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC J GERTLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123264054 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK T NASH | PreparerPersonNm |
| PTIN | P00396721 | PTIN |
| Phone | 6464713000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.35.117 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 16:10:50 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2E630AA9ADE1B818F3B096D15F31D877CB2A3D34 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $107,074 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,800,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $131 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $131 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $131 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $732 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $732 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,800,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $863 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $200,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $308,933 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $308,933 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $42,089 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $42,089 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,000 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,000 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $560 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $560 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,477 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,477 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $625,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $625,509 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,175,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,175,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,800,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,800,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $863 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $106,720 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $107,074 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $107,074 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $106,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $107,074 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $106,720 | RetainedEarningBOYAmt |
| Retained Earning EOY | $107,074 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $106,720 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $106,720 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $107,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $106,720 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $354 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $107,074 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $107,074 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,509,561 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $234,819 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 23.463012 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,397,520 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $250,453 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 5.579969 | DistributionYr2Rt |
| Total Distribution | 29.042981 | TotalDistributionRt |
| Average Distribution | 14.521491 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $70,885 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,029,356 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,029,357 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,800,509 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ERIC J GERTLER | IndividualWithBooksNm |
| Phone | 2123264054 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 MADISON AVENUE SUITE 2901 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MORTIMER B ZUCKERMAN | ||||||||
| 510 MADISON AVENUE SUITE 2901 | NEW YORK | NY | 10022 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES S GERTLER | ||||||||
| 510 MADISON AVENUE SUITE 2901 | NEW YORK | NY | 10022 | TRUSTEE | 10.00 | $100,000 | $0 | $0 |
| ERIC J GERTLER | ||||||||
| 510 MADISON AVENUE SUITE 2901 | NEW YORK | NY | 10022 | TRUSTEE | 10.00 | $100,000 | $0 | $0 |
| JOEL KLEIN | ||||||||
| 565 PARK AVE | NEW YORK | NY | 10065 | ADVISOR TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINA DESHILTON | PersonNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 YECHZKEL STRICHMAN ST | AddressLine1Txt |
| City | TEL AVIV | CityNm |
| Country | IS | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $190,642 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADMINISTRATION AND MAINTENANCE OF THE OFFICIAL WEBSITE FOR THE ZUCKERMAN INSTITUTE'S STEM LEADERSHIP PROGRAM. THE WEBSITE SERVES AS A PLATFORM FOR PROGRAM INFORMATION AND UPDATES, IN ADDITION TO CONNECTING UNIVERSITIES AND SCHOLARS TO THE PROGRAM. THE EXECUTIVE DIRECTOR OF THE INSTITUTE MANAGES AND UPDATES THE WEBSITE WITH NEW INFORMATION ON A REGULAR BASIS (E.G., NEWSLETTERS, WEEKLY NEWS, INFORMATION ABOUT THE SCHOLARS AND THEIR WORK, EVENTS AND PRESS RELEASES, ANALYTICS, ETC.). IN ADDITION, THE EXECUTIVE DIRECTOR IS ALSO DEVELOPING AN OFFICIAL WEBSITE FOR THE ZUCKERMAN INSTITUTE, SET TO LAUNCH IN 2019. | Description1Txt |
| Expenses1 | $15,168 | Expenses1Amt |
| Description2 | THE ZUCKERMAN INSTITUTE HOSTED FOUR (4) SYMPOSIA AND CONFERENCES IN 2018 TO SHOWCASE THE TALENTS AND ACHIEVEMENTS OF THE ZUCKERMAN STEM LEADERSHIP PROGRAM SCHOLARS, INCLUDING CONFERENCES ON MAY 1, 2018, THE INSTITUTE'S ANNUAL SYMPOSIUM WHERE THE SCHOLARS PRESENT THEIR ACHIEVEMENTS FOR THE YEAR ON NOVEMBER 7, 2018, A WELCOME BRIEFING AND ORIENTATION EVENT FOR THE NEW SCHOLARS ON NOVEMBER 19, 2018, AND AN OUTREACH EVENT TO US UNIVERSITIES ON NOVEMBER 29, 2018. ARRANGEMENTS FOR THESE SYMPOSIA AND CONFERENCES INCLUDE ARRANGEMENTS FOR PRESENTATIONS BY SCHOLARS AND OTHER SPEAKERS, SETTING THE AGENDA AND DETERMINING THE TOPICS FOR DISCUSSION, MARKETING MATERIALS AND COMMUNICATIONS, AND ON-SITE MANPOWER. | Description2Txt |
| Expenses2 | $70,000 | Expenses2Amt |
| Description3 | THE EXECUTIVE DIRECTOR OF THE INSTITUTE: (1) MET WITH 16 US AND 7 ISRAELI UNIVERSITIES TO COORDINATE THE ADMINISTRATION AND EXPANSION OF THE INSTITUTE'S STEM LEADERSHIP PROGRAM; (2) CONDUCTED SITE VISITS TO UNIVERSITIES TO INSPECT THE LABORATORIES CREATED BY THE ZUCKERMAN INSTITUTE AND TO MONITOR USAGE OF FUNDS BY EACH LAB; AND (3) MANAGED THE PRODUCTION OF NEWSLETTERS, VIDEOS, WEBINARS, AND PROFESSIONAL TOURS FOR THE SCHOLARS. | Description3Txt |
| Expenses3 | $16,361 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,964 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,079 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,800,509 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,800,509 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,800,508 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2016-01-14 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $863 | CurrentYearAmt |
| Year1 | $2,949 | Year1Amt |
| Year2 | $176 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $3,988 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $734 | CurrentYearAmt |
| Year1 | $2,507 | Year1Amt |
| Year2 | $150 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $3,390 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,800,509 | CurrentYearAmt |
| Year1 | $5,509,561 | Year1Amt |
| Year2 | $1,395,020 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $9,705,090 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,800,509 | CurrentYearAmt |
| Year1 | $5,509,561 | Year1Amt |
| Year2 | $1,395,020 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $9,705,090 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $107,074 | CurrentYearAmt |
| Year1 | $106,720 | Year1Amt |
| Year2 | $1,213,169 | Year2Amt |
| Total | $1,426,963 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MORTIMER B ZUCKERMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STONY BROOK FOUNDATION | |||||||
| PO BOX 1511 | STONY BROOK | NY | 117900590 | NONE | PC | THE ZUCKERMAN INSTITUTE PARTNERED WITH THE ALAN ALDA CENTER FOR COMMUNICATING SCIENCE AT STONY BROOK UNIVERSITY TO HOST A TWO DAY WORKSHOP FOR THE ZUCKERMAN STEM LEADERSHIP PROGRAM SCHOLARS TO TRAIN THEM TO DEVELOP BETTER COMMUNICATION SKILLS SO THAT THEY CAN MORE EFFECTIVELY COMMUNICATE THEIR SCIENTIFIC ACHIEVEMENTS IN THE PROGRAM TO THE PUBLIC AT LARGE AND COLLABORATE WITH OUR SCIENTISTS IN ADVANCING THEIR WORK. | $75,000 |
| AMERICAN TECHNION SOCIETY | |||||||
| 55 EAST 59TH ST | NEW YORK | NY | 10022 | NONE | PC | TO ACT AS THE RECIPIENT OF FUNDS NECESSARY FOR THE INSTITUTE TO JOINTLY OPERATE ITS STEM LEADERSHIP PROGRAM IN COLLABORATION WITH SEVEN UNIVERSITIES IN ISRAEL. AMERICAN TECHNION SOCIETY THEN ADMINISTERS THE FUNDS ACCORDING TO THE TERMS OF THE AGREEMENT BETWEEN THE INSTITUTE AND THE UNIVERSITIES AND AT THE DIRECTION OF THE EXECUTIVE DIRECTOR OF THE INSTITUTE. | $2,100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,175,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $732 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYCHEX REFUNDS | Desc |
| Exclusion | 41 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $863 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $863 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MORTIMER B ZUCKERMAN | ||||||
| 1 | 950 FIFTH AVENUE | NEW YORK | NY | 10075 | $2,250,000 | Yes (X) |
| ZUCKERMAN FAMILY FOUNDATION | ||||||
| 2 | C/O NFS LLC PO BOX 770001 | CINCINATTI | OH | 45277 | $550,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PWC | CategoryTxt |
| Amt | $2,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,450 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCDERMOTT WILL & EMERY | CategoryTxt |
| Legal Fees | $42,089 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $42,089 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS DEPT OF LAW | $25 | $0 | $0 | $25 |
| AMERICAN EXPRESS | $8,789 | $0 | $0 | $8,789 |
| JP MORGAN | $18,462 | $0 | $0 | $18,462 |
| BERKSHIRE HATHAWAY GUARD | $449 | $0 | $0 | $449 |
| HITOUCH BUSINESS SERVICES | $398 | $0 | $0 | $398 |
| WEB DEVELOPER EXPENSES | $13,754 | $0 | $0 | $13,754 |
| MISCELLANEOUS BANK CHARGES | $600 | $0 | $0 | $600 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYCHEX REFUNDS AND REVERSALS | Desc |
| Revenue And Expenses Per Books | $732 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $732 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEE | CategoryTxt |
| Amt | $18,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,000 | DisbursementsCharitablePrpsAmt |
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